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Ishares High Dividend Equity F shares owned by SWMG

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by SWMG from 13F filings

Historical chart of SWMG investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by SWMG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by SWMG

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 1.6k 137.07
2023-03-31 $400k 3.9k 101.66
2022-12-31 $406k 3.9k 104.24
2022-09-30 $1.9M 21k 91.29

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for SWMG

Top funds holding Ishares High Dividend Equity F

LPL Financial
Wells Fargo & Company
UBS Group
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Janney Montgomery Scott
Advantus Capital Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F